Invoice Template for Excel 3.0

Software information
Windows 7/Vista/XP/2000/95/98, Mac OS
Business Spreadsheets
File size:
205 Kb
Date added:
April 29, 2015
Product page:
Description from the Publisher

The Excel Invoice Template is a complete and self-contained invoicing system for businesses with customer and inventory management as well as the ability to integrate with existing systems. Customer and product or service details can be managed within the Excel template for invoice generation as well as imported and exported to and from backend CRM and inventory management systems. A range of customization options allow standardized customer invoicing to be established for specific business dynamics and requirements. Invoiced orders linked to customer and products allow for detailed sales reporting with profitability analysis and inventory levels for reorder signaling. Portability of the Excel invoice template provides an integrated invoicing solution for mobile sales forces.


  • The control panel allows the entering of business specific information and preferences for populating the invoice template and facilitating customer invoice management tasks.
  • Individual product, customer and order details can be retrieved, added, edited or deleted quickly and easily with checks to ensure data integrity on modification.
  • The Excel invoice template has a large capacity to store products, customers and orders and is optimized for all versions of Excel.
  • Previously saved customer invoices can be located and loaded quickly into the template with a filtering system that returns search results for specified dates, products and customers.
  • Customer and product lists can be both imported with column mapping criteria and exported in standard or user defined text file formats. This enables the invoicing system to be integrated with existing inventory management and customer relationship management (CRM) systems.
  • Invoices can be printed and exported to new Excel workbooks or Microsoft InfoPath XML files for distribution to customers or integration with other systems.
  • Product inventory stock levels are automatically adjusted as invoices are created and updated. Product inventory levels can be easily analyzed and sorted to determine reordering requirements.
  • Optional product attributes can be defined for applying to individual invoice items to specify modifications and features (such as size, color, model etc.).
  • A separate shipping slip is provided with the product information from the invoice for transport and packaging processes with the ability to specify additional shipping details such as purchase order number, alternative shipping address and transport information.
  • Sections of the invoice can be toggled as hidden or shown depending on preferences and business requirements. Overall styles and logo can be customized to match company image.
  • Sales reporting displays itemized financials including revenue, shipping costs, sales tax, uncollected revenue outstanding with breakdowns by product and customer.
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